ADVISORY
Budgets, KPIs & business planning
Connect the business plan, budget, KPIs and monthly reporting so management can identify change and act on it.
01 / WHAT WE DO
Scope & purpose
A budget becomes useful when actuals can be compared and forecasts updated. We link business objectives to operational drivers and design definitions, data collection, review frequency and meeting routines.
02 / PROCESS & HANDOFF
How the work progresses
- Connect targets and assumptionsPlan structure and documented assumptions
- Choose meaningful KPIsKPI definitions and data collection formats
- Establish monthly reviewBudget-to-actual and forecast reports with operating calendar
Illustrative workflow. The scope and deliverables are agreed for each engagement.
01Connect targets and assumptions
Build the plan and budget from revenue, price, volume, staffing and cost assumptions. Define responsible departments and reporting units.
Output / next handoff: Plan structure and documented assumptions
02Choose meaningful KPIs
Select outcome and leading indicators with obtainable data. Agree definitions, frequency and owners, keeping the set focused on decisions.
Output / next handoff: KPI definitions and data collection formats
03Establish monthly review
Design variance and forecast reports that connect issues to actions and owners. Pilot collection and meetings, then refine the routine.
Output / next handoff: Budget-to-actual and forecast reports with operating calendar
03 / DELIVERABLES
Deliverables & their use
- Plan and budget structure
- KPI definitions and reporting formats
- Monthly variance, forecast and review routines
The package links figures and conclusions to source information and review records. Its precise contents are agreed for the engagement.
04 / DISCUSS YOUR NEEDS
Getting started & engagement conditions
Tell us about your current challenges, available records, team and systems, and desired timing. We confirm priorities, deliverables, responsibilities, schedule and fees before starting. Ongoing advice and periodic reviews can be included within an agreed scope.
The contracting entity and delivery team will be identified in our proposal. Depending on the engagement, the contracting entity may be ICHIYAMA ACCOUNTING OFFICE or 株式会社CP ARCS, of which Manabu Ichiyama is Representative Director.
LET’S TALK
Let’s work out your next step.
You do not need a finalized brief. Start with the challenge or the work you would like to entrust.